Investment Test Drive

IRLAX Voya Russell Large Cap Growth Idx Port A

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund IRLAX Voya Russell Large Cap Growth Idx Port A SCHG Schwab US Large-Cap Growth ETF™ FIBG Credit Suisse FI Enhanced Big Cap Gr ETN  
Similarity
?
100% 92% 88%
Annual Fees
?
$98.23
(0.93% Exp. Ratio)
$6.34
(0.06% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$39,020.36 $50,723.20 $50,875.69
Est. savings over 30 yrs +$11,702.85 +$11,855.33
Return
As of 11/30/16
1 YR RETURN 3.27%
3 YR 8.94%
5 YR 13.57%
10 YR --
1 YR RETURN 3.42%
3 YR 9.10%
5 YR 14.42%
10 YR --
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
Description
The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell Top 200® Growth Index ("index"). The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.
The ETNs are medium-term notes of Credit Suisse AG (“Credit Suisse”), the return on which is linked to the performance of the Russell 1000® Growth Index Total Return (the “Index”) on a leveraged basis. The ETNs seek to approximate the return that might be available through a leveraged “long” investment strategy in the components of the Index. A leveraged “long” investment strategy involves the practice of borrowing money from a third party lender at an agreed-upon rate of interest and using the borrowed money together with investor capital to purchase assets (e.g., equity securities).

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!